Permissions: Any Data Central user can create, save, and edit a visualization, but the user must have the Data Central Designer privilege to save a visualization as public or edit a public visualization.

A Pie chart is a circular chart that shows how a total is divided into its component parts. Each slice signifies a specific category, with the size of the slice reflecting a measure or value. This type of chart makes it easy to identify which categories contribute the most or least to the overall total.

Create a Pie Chart

1. Start from the left navigation, locate the Visualizations section, and click the '+' New Visualization icon.
2. Click Pie to open the chart designer window.

3. In the Fields section, click the arrows, Data Store names, or Domain names to expand the data. Scroll down to view all available domains and fields.

   In the example below, the Search feature was used to locate the AETOXGR (Standard Toxicity Grade) field in the Clinical data store and the Adverse Events domain by typing part of the field name.

   Tip: Search also supports dot notation, e.g. DataStore.Domain.Field.
   

   Note: System Tables, which contain operational data, can be used in visualizations. Although users cannot view or query these tables directly, they can request pie charts that utilize the data from them. Any pie chart created from System Tables is visible and usable by all dashboard viewers once saved. 
   
   Tables available for request include: Issue, Query, Review Objectives, Review Objectives Domains and Fields, Review Objectives Review Materials, Review Objectives Reviewer Roles, Review Status Metrics by Domain and Role, Review Status Metrics by Domain and Role and Subject, and Subject.

Dynamic Dimensions

A Dimension is a field that segments or categorizes data, enabling distinct slices of the pie to be generated for each subgroup. Dimensions are usually categorical or discrete variables, such as toxicity grade or outcomes. This type of chart can only accommodate one dimension.

This chart supports Dynamic Dimensions, which allow the user to switch between dimensions, prompting the chart to update automatically. The dynamic dimensions are presented at the top of the chart along the x-axis in two formats: toggle buttons or a drop-down menu. 

1. Drag the AETOXGR field into the Dimension area in the designer. The preview will show all the values of the AETOXGR field as separate slices of the pie. (By default, it also adds a measure with the count of records for each slice. For more details, see the Customize Measures section.)

   

2. To add additional dimensions that can be selected dynamically, click on the 3-dots to the right of the field in the Dimensions section, and the Dynamic Dimensions pop-up will open. 

   

3. Click on the Additional Dimensions textbox and select fields from the drop-down list which contains all the fields in the selected dimension's domain. The AEOUT and AEREL fields have been selected. 
   

   Note: Up to 10 Dynamic Dimensions can be selected within the same domain.

4. Display As Pills is checked by default. This option determines how dynamic dimensions are displayed on the chart along the top x-axis.
5. Labels are automatically generated for all dynamic dimensions. The label can be changed if there is only one dimension or for the first dimension, by updating the Label textbox.
6. To remove a dimension, click the 'X' to the right of the field name.
7. After configuring the dimensions, click OK.

The published Pie chart will display the dynamic dimensions as either pills or a drop-down along the top x-axis from which to select.

When Display as Pills is checked:

When Display as Pills is unchecked:

Dimension Update Options

Click the 3-dots in the header of the Dimensions area. 

Update the primary dimension axis sort to be ascending or descending, and specify whether to sort by the Dimension or Measure.

Important: When a user attempts to look at more than 4096 records at a time, a warning message displays, and only the first 4096 records will display in the chart. 

Add a Filter to a Dimension

A filter can be applied to a dimension using fields that belong to the same domain as the Dimension. Keep in mind that only one filter condition can be applied to the dimension.

1. Click the Filter icon next to the AETOXGR field to open the pop-up.
2. The default setting is Include Selections, which can be changed to Exclude Selections if preferred.
3. Click in the Filter Field textbox to open the drop-down menu and select the field to filter by. In this example, SITE (Site Name) was selected.
4. Open the Operator drop-down menu and choose from the available options: =, <, >, Null or Empty, or Between. In this example, '=' has been selected.

5. Select the values to filter to in the Filter Value drop-down menu. This example includes Mansfield Hospital, Mayo Clinic, Oncology Center of PA, Sacred Heart Medical Center, and St Mark's Hospital.

   

Note: After defining any filter for the chart, the filter icon will become shaded.

Tip: To collapse or expand each area (Dimensions, Measures, Filters), click the down / up arrows. Click the box icon to view only one area and collapse all other areas.

Dynamic Filters

Dynamic Filters allow users to select predefined values from a drop-down menu located at the top of the finalized chart. When viewing the chart, users can pick one or multiple values from the drop-down menu, which immediately updates the chart to display the selected filter values.

1. Turn on Dynamic Filters by clicking the toggle switch.
   

2. Click the Optional Default Filter Value(s) textbox to select the default values that the published chart filters to when opened. In this example, all five values are set as defaults, which means the chart will open filtered by all five selected values.

   

   If no default value(s) are configured, the chart will filter by the first value in the list, opening with all records filtered by Mansfield Hospital. 

   Click OK. 

   Tip: Click in the whitespace to close the drop-down if the OK button is not visible.

3. When viewing the published chart, a drop-down menu with the filter values appears at the top. To apply the filter, click the drop-down arrow. Then, click the blue box labeled 5 selected to view the list of the five values available for filtering.

   

4. Select the values to filter, then click Apply, and the chart will immediately reflect the applied filter.

   

   Note that now the blue box shows the number of values selected, which is 3 in this case. 

Customize Measures

By default, the field added to the Dimensions area is also automatically added to the Measures area. In this example, the measure displays the count of records for the AETOXGR field. You can keep this as the measure or remove it by clicking the 'X' next to it. To replace it, simply drag a different measure into the Measures area. Note that only one field can be added to the Measures area at a time.

1. To configure the measure click the 3-dots on the right to open the pop-up.

   

2. Select the Aggregate: Count is selected; available aggregates include Count Distinct, Count (default), Sum, Average, Minimum, Maximum, Standard Deviation and Variance.
3. By default, the Label is automatically generated but can be updated.
4. Click OK.

Add a Dynamic Filter to a Measure

1. Click the Filter icon next to the AETOXGR field. The filter pop-up opens.

   

2. Include Selections is the default. To change the default, click the Exclude Selections radio button.
3. Click the Filter Field field and select the field AESER (Serious Event) from the drop-down.
4. Click the Operator field and select '='.
5. Click the Filter Value(s) field and select values from the drop-down. Both have been selected.
6. Click the Dynamic Filter toggle for a filter drop-down to display on the published chart.
7. Click the Optional Default Filter Values(s) field to select the default values that the chart will open with. In this example both values are set as defaults.   
8. Click OK. The pop-up closes. There will be a drop-down at the top of the chart where the chart can be filtered by the values in the drop-down list.

Chart Filter Section

The filters applied in this area affect the entire visualization and are not limited to a single domain like the filters for measures and dimensions. This flexibility makes filter creation more versatile.

1. From the Fields section, locate the field SUYN (Has tobacco ever been used?) in the Smoking History domain and drag it to the Filters section.
   
   Keep the default Include Selections. Accept the '=' operator, then click on the Filter Value(s) and select the desired value(s) from the drop-down. Click OK, and the selected filter value will be reflected in the chart.

2. In this example, to use Dynamic Filters, turn the toggle switch on. Click on the Filter Values(s) and Select All. Click on the Optional Default Filter Value(s) and Select All. Click OK to proceed.

   

3. A drop-down menu will appear at the top of the published chart, allowing you to select the filter value(s). When hovering over any filter drop-down, a tooltip will appear displaying the selected value(s).

   

   Up to 25 filters may be added to the chart.

Reorder / Remove Fields

• Click and hold the 6-dots next to a field and drag it above or below another field.
• Click the 'X' at the right of a field to remove it.

Add a Chart Description

Enter a Chart Description in the text field above the preview in the chart designer. When the published visualization is viewed, this description will appear at the top of the chart. 

Export / Import Chart Configuration

After creating or editing a chart, the chart configuration can be exported directly from the designer. This allows users to easily replicate their charts across different environments, eliminating the need to recreate them manually. To export, click the Export icon in the upper right corner of the chart's designer window and it will download the configuration file.

When importing a chart configuration, the created chart must match the exported chart type to ensure compatibility and consistency. To import a chart configuration, click the '+' New Visualization icon and select Pie. After the designer window opens, click the Import icon in the upper right corner. This will open a pop-up to upload the configuration file.

Note: Users with the Data Central Designer privilege can also export and import charts created by other users.

Toolbar Actions

Each chart includes a toolbar in the top right corner (in both the chart designer and the published chart), with icons that vary based on the chart type. Below are the icons available for a Pie chart. 

ICON	ICON NAME	DESCRIPTION
	Edit	Click to open Chart Designer window.
	Add Filter	Click to open a pop-up window to enter filter parameters. Click OK. This filter applies to the panel only and does not appear in the Filter Panel in the left navigation.
	Tooltips	Click to activate / deactivate the tooltips that display when hovering over a chart.
	Legend	Click to show / hide legend. Show legend is active by default, click to hide the legend.
	Series Label	Click to show / hide series labels within the chart.
	Chart Notes	Click to see Chart Notes (added during advanced chart configuration).
	Exporting	Click to access a drop-down menu to print or export to PDF, PNG, or JPG.
	Advanced	Only in the chart designer; click to open the Advanced Chart Settings, which opens on the left side.
	Dock	Click to dock the visualization to your sheet.
	Maximize	Click to maximize visualization.
	Restore	Click to restore the visualization to previous size.
	Close	Click to close panel.

Note: When an icon is highlighted blue, it indicates that it is activated / on, whereas when icon is gray it is deactivated / off. 

Advanced Chart Settings

The advanced settings enable a user to specify the legend settings and more, tailoring the view for the chart's purpose.

1. To open the Advanced Chart Settings window:
   • Click the Advanced button at the bottom right.
   • The Advanced Chart Settings window opens at the left displaying the current settings.
2. Legend Position:
   • Outside
   • Inside
3. Legend Horizontal Alignment:
   • Center
   • Right
   • Left
4. Legend Vertical Alignment:
   • Bottom
   • Top
5. Palette & Custom Palette:
   • Standard palette selector with schemes to choose from (Material is default).

   • Click on the Toggle Custom Palette icon, which opens a custom color selector for the current dimension. The drop-down allows you to select another dimension if using Dynamic Dimensions.

     

   • Each unique value in the selected dimension will be listed with a custom color picker, where users can use a slider, enter RGB, or Hex values.
   • Use the Reset Colors icon to restore the last configuration or the Clear Colors icon to revert to the default palette.
   • Custom selections are stored with the chart and are preserved when the chart configuration is exported and imported into another chart.
6. Chart Notes:
   • Add text that describes the chart. Once a note has been added, the icon in the toolbar will be activated.
7. To close the Advanced Chart Settings window:
   • Click the 'X' in the top right corner.
   • Click the Advanced button on the bottom right of page.
   • Click the Advanced icon in the toolbar.
8. Click Save to save your changes, or click Cancel and any changes are canceled.

Save / Save As

When first creating a visualization, only the Save button displays in the bottom right corner. Once a visualization is saved, both the Save and Save As buttons will display. 

Upon opening a previously saved visualization in the chart designer, the title is displayed on the toolbar, followed by the word Preview.

The Save Chart window will open when you click Save for the first time or by clicking Save As. 

Tip: Clicking Save As on an existing visualization allows you to duplicate the chart with another name or save the visualization as a new one with different settings from the original visualization, whereas clicking Save updates the existing visualization.

When the Save Chart window opens, you can enter or edit Save options.

1. Enter the Name of the Chart (maximum 100 characters allowed).

2. Select the folder where the chart will be saved.

   Note: If you have the Data Central Designer privilege, you may also add a new folder by hovering over a current folder and clicking the add folder icon. Remember, managing folders after they are created (editing and deleting) is done through the Manage icon in the top right on the master header of the Data Central Landing page.

3. Select the Public or Private radio button. Only selectable with Data Central Designer privileges.
4. Select the Roles (visible when saving public only, grayed out if the visualization is private). Users with the selected role(s) will see and have access to the visualization.
5. Update the Scope: By default, the study you are currently in is selected. Click the drop-down next to Therapeutic Areas, Compounds, Programs, or Studies, and update as needed.
6. Click Save to confirm save settings or Cancel to cancel changes.

Edit a Pie Chart

Visualizations can be edited for their content, which includes the data they represent, the description, and advanced settings. Visualization settings (found in the Save window) can also be updated and saved under a new name, to a different folder location, changed from private to public (Data Central Designer privileges required), assigned different roles (if public), and adjusted with a new scope. 

Edit Content

1. Hover over the visualization name you wish to edit.

2. Click on the Edit icon (the pencil).
   

   Note: You many also click the pencil (edit) icon in the published chart's toolbar to open the designer.

3. The Combo Designer window opens. 
    
4. Edits can be performed on all fields in the Measures, Dimensions, or Filters areas in the same way as when creating the chart.
5. Edit the Description.
6. Access Advanced Settings and make any changes.
7. Click Save to save edits to the chart you are viewing OR click Save As to save as a new chart.
    

Edit Visualization Settings

1. Hover over the visualization name you wish to update.
2. Click the Configure (gear) icon to open the Save Chart window.
   
3. Make updates in the Save window.
4. Click Save to confirm changes or Cancel to cancel.

Delete a Visualization

Saved Visualizations, Workspaces, Filter Sets, and Advanced Filters are deleted from the Manage icon in the master header. Users must have the Data Central Designer privilege to delete items saved as public; however, all Data Central users can delete items they have saved as private.

1. Click the Manage icon located on the right in the master header. The Manage window opens.
   

2. Hover over the name of the item you want to delete.

   Tip: Hover over the icon at the left of the item name to see a tooltip that identifies the type of item, for example, Saved Workspace, Advanced Filter, or type of Visualization.

3. Click the Delete icon.
   
4. In the Delete Item confirmation window, click Delete (or click Cancel to cancel your action).